529 State Tax Calculator
Answer five simple questions to see whether your state offers a tax benefit for 529 plans and, if so, how much it might be. Keep in mind you can open a 529 plan from any state—no matter which state you live in. Consider all the factors to find out whether you'd be better off in another state's plan.
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Get started with a Schwab 529 College Savings Plan today.
Need help? Call 888-903-3863.
Before investing, carefully consider the plan’s investment objectives, risks, charges, and expenses. This information and more about the plan can be found in the Schwab 529 College Savings Plan Guide and Participation Agreement available from Charles Schwab & Co., Inc., and should be read carefully before investing. If you are not a Kansas taxpayer, consider before investing whether your or the beneficiary’s home state offers a 529 plan that provides its taxpayers with state tax and other benefits not available through this plan. As with any investment, it is possible to lose money by investing in this plan.
The Schwab 529 College Savings Plan is available through Charles Schwab & Co., Inc. and is managed by American Century Investment Management, Inc. The plan was created by the Kansas State Legislature under the provisions of Section 529 of the Internal Revenue Code and is administered by Kansas State Treasurer Ron Estes. Notice: Accounts established under the Schwab 529 College Savings Plan and their earnings are neither insured nor guaranteed by the State of Kansas, the Kansas State Treasurer, American Century Investments®, or Charles Schwab & Co., Inc. Accounts established under the Schwab 529 College Savings Plan are domiciled at American Century Investments and not Schwab.
American Century Investments receives remuneration from fund companies, including Baird Funds, American Beacon Advisors, Metropolitan West Management, LLC, and Baron Funds® for recordkeeping, shareholder services, and other administrative services associated with funds held in the Schwab 529 College Savings Plan portfolios.
American Century Investment Services, Inc., Distributor and Underwriter.
Information provided is for general purposes only and is not intended to be a substitute for specific individualized tax or legal advice. Where specific advice is necessary or appropriate, please consult a qualified tax or legal advisor.